Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alan? Claim Your ProfileAlan Gorlick is a financial professional with over 20 years of experience in the financial services industry. Alan is currently registered with Next Financial Group, Inc. Alan is licensed in multiple states and has a broad range of experience in financial planning, investment management, and insurance. Alan offers a variety of services to individuals, families, and businesses. Alan is committed to providing personalized service and helping clients achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Seminar/workshop attendance fees
1
2
FL
09/22/2023 - Present
Next Financial Group, Inc. (VENICE FL)
FL
10/23/2009 - 08/08/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TAMPA FL)
FL
05/29/2007 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (TAMPA FL)
FL
02/20/2002 - 06/05/2007
A. G. EDWARDS & SONS, INC. (TAMPA FL)
BOTH
Issued 01/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/16/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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